CS Manager field on Customer Info
+3Any thoughts about adding a User lookup called "CS Manager" to the Customer Info object? Just thinking it would help some of our customers who want to build team rollup reports, while making it alot easier for admins to deliver (without building multiple data spaces or having a new field added to the Account object, etc). Generally, anything we install with the package is quicker than going through some customers approval processes.
+2Hey Christopher,
This is a common request. How many levels of hierarchy do you think should be supported for reporting purposes? Would 5 be enough?
This is a common request. How many levels of hierarchy do you think should be supported for reporting purposes? Would 5 be enough?
- Manager
- Sr Manager
- Director
- Sr Director
- Vice President
VP of Customer Success at Forcepoint
+1Hey Christopher, Thanks for bringing this up here!
Could you please confirm the customer names,who has requested this feature. This will help me and our Product Team for tracking purpose.
Could you please confirm the customer names,who has requested this feature. This will help me and our Product Team for tracking purpose.
+3I would say almost every customer I've worked with has looked into this. Recently, ABILITY and A-Z Learning are what prompted my post here.
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